Obermatt

M J Gleeson

LSE:GLE · GB00BRKD9Z53
Household DurablesSmall

360

79
EV / EBIT75
Price / Owner Earnings35
Owner Earnings Yield81
Dividend Yield69
Price/Sales72
EV / Gross Profit53
Price/Book89
Return on Capital77
Cash Return on Capital66
Return on Equity67
EBIT Margin67
Gross Profitability40
Cash Conversion19
Accruals23
Owner Earnings Margin67
Sales growth62
Profit Growth23
Long-Term EPS Growth38
Owner Earnings Growth61
Reinvestment84
Price momentum17
Debt load89
Refinancing92
Debt Payback32
Liquidity50
Analyst ratings61
Opinion Changes50
Price Target Upside67
Market mood13
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

M J Gleeson clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryHousehold Durables
SizeSmall
TypePublic Company
ExchangeLSE
Founded2014
Employees22
ISINGB00BRKD9Z53
Last UpdateApr 2, 2026
Themes
Real Estate TechnologyCommercial Real Estate

Description

MJ Gleeson plc focuses primarily on the development of residential properties. The company revolves around creating homes and communities. Business Segments The company operates primarily through two main segments: Housing and Land. Housing Segmen…

Analysis

Middle-of-the-road

MJ Gleeson plc is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 9.2× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 10/20 on our value-creation score: creating some value. Analysts lean positive.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
85
2023202420252026

All-time high

94

Mar 2026

All-time low

60

Jan 2025

Average rank

82

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
72
50
52
49
Price/Earnings
71
59
63
63
Price/Book
89
68
69
62
Dividend Yield
69
38
45
46
Value (overall)
92
50
60
59

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →